| TFC Financial Management | 1 | $322 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $322 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $322 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1 | $322 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $322 | 0.00% | +1 | New |
| Cromwell Holdings LLC | 1 | $322 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $322 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $322 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 2 | $643 | 0.00% | +2 | New |
| HHM Wealth Advisors, LLC | 2 | $644 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $644 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $644 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 2 | $644 | 0.00% | +2 | New |
| Kestra Investment Management, LLC | 2 | $644 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $644 | 0.00% | +2 | New |
| Amundi | 3 | $952 | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 3 | $965 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 4 | $1.29K | 0.00% | −3−42.9% | Reduced |
| Lindbrook Capital, LLC | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $1.29K | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $1.29K | 0.00% | +2+100.0% | Added |
| ORG Partners LLC | 4 | $1.33K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $1.61K | 0.00% | +4+400.0% | Added |
| Larson Financial Group LLC | 5 | $1.61K | 0.00% | +5 | New |
| Hantz Financial Services, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Montag A & Associates Inc | 7 | $2.17K | 0.00% | +1+16.7% | Added |
| Provenance Wealth Advisors, LLC | 7 | $2.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $2.25K | 0.00% | −1−12.5% | Reduced |
| Raffa Wealth Management, LLC | 8 | $2.57K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $2.57K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $2.62K | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 9 | $2.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 10 | $3.22K | 0.00% | +10 | New |
| Westside Investment Management, Inc. | 11 | $3.66K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 12 | $3.86K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $4.18K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 14 | $4.50K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $4.83K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 15 | $4.83K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 16 | $5.15K | 0.00% | +4+33.3% | Added |
| Chesapeake Asset Management LLC | 16 | $5.15K | 0.00% | +16 | New |
| Beacon Capital Management, LLC | 17 | $5.47K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 17 | $5.47K | 0.00% | +17 | New |
| Bogart Wealth, LLC | 18 | $5.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $6.43K | 0.00% | +11+122.2% | Added |
| Hemington Wealth Management | 22 | $7.00K | 0.00% | +9+69.2% | Added |
| Washington Trust Advisors, Inc. | 22 | $7.08K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $7.08K | 0.00% | +1+4.8% | Added |
| TD Private Client Wealth LLC | 22 | $7.08K | 0.00% | +15+214.3% | Added |
| National Bank of Canada | 24 | $7.70K | 0.00% | +24 | New |
| Brown Brothers Harriman & Co | 24 | $7.72K | 0.00% | −24−50.0% | Reduced |
| Harbour Investments, Inc. | 35 | $11.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 39 | $12.5K | 0.01% | +16+69.6% | Added |
| EverSource Wealth Advisors, LLC | 43 | $13.8K | 0.00% | +20+87.0% | Added |
| St Germain D J Co Inc | 46 | $14.8K | 0.00% | +46 | New |
| CIBC Private Wealth Group, LLC | 60 | $18.3K | 0.00% | −18−23.1% | Reduced |
| SRS Capital Advisors, Inc. | 57 | $18.3K | 0.00% | +32+128.0% | Added |
| West Branch Capital LLC | 60 | $19.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 62 | $19.9K | 0.01% | −22−26.2% | Reduced |
| MCF Advisors LLC | 65 | $20.9K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 65 | $20.9K | 0.01% | +65 | New |
| UMA Financial Services, Inc. | 69 | $22.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70 | $22.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 80 | $25.0K | 0.00% | +80 | New |
| Nomura Asset Management Co Ltd | 78 | $25.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 80 | $25.7K | 0.00% | +7+9.6% | Added |
| Advisors Asset Management, Inc. | 80 | $25.7K | 0.00% | +80 | New |
| Principal Securities, Inc. | 87 | $26.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 82 | $26.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 82 | $26.4K | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 84 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 96 | $30.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 98 | $31.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 98 | $31.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 99 | $32.0K | 0.00% | +47+90.4% | Added |
| Optiver Holding B.V. | 103 | $33.1K | 0.00% | +103 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 113 | $36.4K | 0.01% | +59+109.3% | Added |
| Golden State Wealth Management, LLC | 127 | $40.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 130 | $41.8K | 0.00% | −256−66.3% | Reduced |
| Signaturefd, LLC | 143 | $46.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 161 | $51.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 192 | $61.8K | 0.00% | −5−2.5% | Reduced |
| Covestor Ltd | 217 | $70.0K | 0.05% | −29−11.8% | Reduced |
| CWM, LLC | 234 | $75.0K | 0.00% | −8,705−97.4% | Reduced |
| AdvisorNet Financial, Inc | 255 | $82.1K | 0.01% | +20+8.5% | Added |
| Harbor Investment Advisory, LLC | 273 | $87.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 276 | $91.1K | 0.00% | +7+2.6% | Added |
| Umb Bank N A | 311 | $100.1K | 0.00% | +139+80.8% | Added |
| MAI Capital Management | 325 | $104.6K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 344 | $110.7K | 0.00% | +344 | New |
| Northwestern Mutual Wealth Management Co | 358 | $115.2K | 0.00% | −30−7.7% | Reduced |
| Farther Finance Advisors, LLC | 356 | $118.5K | 0.00% | −5−1.4% | Reduced |
| Clearstead Advisors, LLC | 371 | $119.4K | 0.00% | −97−20.7% | Reduced |
| Huntington National Bank | 448 | $144.2K | 0.00% | −174−28.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 469 | $150.9K | 0.11% | −241−33.9% | Reduced |
| Assetmark, Inc | 517 | $166.4K | 0.00% | +5+1.0% | Added |
| Mather Group, LLC. | 524 | $168.6K | 0.00% | +25+5.0% | Added |
| Advisor Group Holdings, Inc. | 589 | $189.5K | 0.00% | +73+14.1% | Added |